Resources

Resources2025-07-31T20:07:33+00:00

Welcome to our Financial Tips Blog

If you’re looking for useful information on all things financial planning, you’ve come to the right place!

See below for insights on common concerns or questions related to retirement, holistic financial planning, life insurance, and more from our founder and lead advisor, Joe Overfield. Plus, learn the latest news in the financial world and at Intelliplan.

Featured Tips

  • Retirement

    8 Things You Need To Know Before Applying For Medicare

  • Financial Planning|Retirement

    Your Comprehensive 14-Step Pre-Retirement Checklist

  • Retirement

    grandparent and granddaughter

    9 Important Ages To Remember In Your Retirement Timeline

  • Retirement

    10 Steps To Having A Successful Retirement

  • Financial Planning

    tax season preparation

    Don’t Let Tax Season Stress You Out

  • Social Security

    social security benefit

    What’s Your Plan to Maximize Your Social Security Benefit?

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Latest Tips

  • Financial Planning

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs ( Required Minimum Distributions )

  • Featured|Financial Planning

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • Featured|Financial Planning|Social Security|Tax Planning

    4 taxes to mitigate or avoid in retirement planning

    4 Taxes to Mitigate or Avoid in Retirement

  • Financial Planning

    Holistic Financial Planning

    What is Holistic Financial Planning?

  • Financial Planning|Retirement

    Can I retire at 60 with $500k?

    Can I retire at 60 with $500k?

  • Life Insurance - Intelliplan Financial

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

Looking for a Particular Topic?

  • Financial Planning

    TIPS FOR TAKING REQUIRED MINIMUM DISTRIBUTIONS

    How to Take RMDs ( Required Minimum Distributions )

  • Featured|Financial Planning

    How to Hire the Right Type of Financial Advisor

    How to Hire the Right Type of Financial Advisor

  • Financial Planning

    Holistic Financial Planning

    What is Holistic Financial Planning?

  • Financial Planning|Retirement

    Can I retire at 60 with $500k?

    Can I retire at 60 with $500k?

  • Life Insurance - Intelliplan Financial

    5 Common myths of Dividend Paying Whole Life Insurance

    5 Common myths of Dividend Paying Whole Life Insurance

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We hope you find the information valuable and encourage you to explore our website further to learn more about how Intelliplan Financial can assist you in achieving your financial goals.

INTELLIPLAN FINANCIAL

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Gahanna, OH 43230

(614) 255-7547
hello@intelliplanfinancial.com

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